The following post-installation checklist is designed to help you configure your wMobile. If you are unsure about anything on the list, the 'How do I...' and 'Discussion...' links in the 'See Also' Section for each item will help you check, complete or understand any requirement on the list.
| □ | Activate you Serial Number
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| ▪ | If you have purchased the software or were supplied with a serial number to demo wMobie, Product Activation will unlock the time and user limits that come pre-installed with wMobile. |
| □ | Configuring User Accounts |
| ▪ | Configure which GoldMine users will have access to wMobile. |
| □ | Configuring wMobile Drive Mapping for Attachments |
| ▪ | Configure wMobile to find attachments that are linked to a mapped drive letter. |
| □ | Configuring Global wMobile Settings |
| ▪ | Enable additional functionality or customize wMobile for your region or specific requirements.
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| ▪ | Explains Global versus User Settings |
| ▪ | Setting the Default Time and Date Formats |
| ▪ | How to set the Default Activity View |
| ▪ | How to configure Mapping, Directions and wMobile's List Closest Feature |
| ▪ | How to apply global read, edit, view and delete rights on Contacts, Additional Contacts, Pending Activity and History regardless of GoldMine settings. |
| □ | Customizing the Main Menu |
| ▪ | Alter the layout and content of the Home Menu to streamline the user experience. |
